Tag Archives: username

When joining Tallie for the first time, you should wait for an email invitation from your administrator. However, if you have proceeded to Tallie.com and created a free trial by mistake, don’t worry! We have the steps to get you back on track. The following troubleshooting steps will show you how to delete your free trial and gain access to the right account in five easy steps.

How do I know if I have created a free trial?

Log into your Tallie account. If you see a black bar at the top of the page that reads “Welcome to your free trial – You have X days left,” you have created a free trial by mistake.

Step 1: Contact your admin

Contact your admin to request a welcome email from your company Tallie account.

Step 2: Confirm your email address

The welcome email subject will include the following: “You’ve been invited by [your company name] to use Tallie.” Open the email and click the green Accept Invite button to confirm your email address. This will give you access to the company Tallie account. You can use your existing username and password to log in to Tallie.

Now that you have access to the company account, you can move from your free trial to your company account. Click your name in the upper right-hand corner of Tallie and select the additional account at the bottom of the drop down to switch from one account to another.

Step 3: Save expenses from your free trial

If you have uploaded any receipts or expenses in your free trial, save the photos or download a PDF copy of your report. To download a PDF copy, click the printer icon on the report, then change your printer destination to a PDF. Once saved, re-enter the information into the company Tallie account.

Step 4: Disconnect your free trial

Click your name in the upper right-hand corner and select Edit Your Account. This brings you to the identity details page. Hover over your free trial and click Disconnect.

Tallie is business expense report automation software designed to simplify expense management process, from point of purchase all the way through accounting and reimbursement. Advanced tools provide powerful integration with leading accounting & bill pay solutions, as well as precision control over approval processes and policy compliance.